--- title: "Use GreenSky® Financing in the ServiceTitan Field Mobile App" slug: "use-greensky-financing-in-the-servicetitan-field-mobile-app" tags: ["Area - Field Mobile App (FMA)", "Area - Payments", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-30T08:07:08Z published: 2026-10-30T08:07:08Z canonical: "help.servicetitan.com/use-greensky-financing-in-the-servicetitan-field-mobile-app" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use GreenSky® Financing in the ServiceTitan Field Mobile App ## Overview You can provide GreenSky® Financing options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line. --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration and office setup is required to use this feature. Please contact your office for details. ## Things to know - Submitting a GreenSky® prequalification request allows the applicant to get a decision without impacting their credit. ## See a pre-approved GreenSky® offer before presenting an Estimate If your company runs GreenSky® [prescreen financing campaigns](/commercial/docs/add-financing-prequalification-links-to-customer-notifications#step-1-enable-financing-prequalifications), some customers may already have a firm, pre-approved offer before you ever arrive for the Job. When an active offer exists, a pre-approval banner appears automatically in the following places: - **Work Order Details screen**: A Financing section shows the customer's pre-approval status. - **Work Order card:** A pre-approval tag appears on the work order card in your work order list. - **Estimates screen and Financing provider selection screen**: A banner shows the pre-approved offer amount. - **Estimate presentation screen**: The banner appears again along with any required disclosure. ![iPad Pro 11_ - 1.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/iPad%20Pro%2011_%20-%201.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A31Z&se=2026-11-09T11%3A57%3A31Z&sr=c&sp=r&sig=qpSCjpggu%2FyxIPPw9k24BUNeAxGT7%2BpqWOJZvLRL8so%3D) From the banner, the customer can tap to move directly into the full credit application or use their existing card, without completing a separate prequalification step first. To learn more, see [Identify pre-approved financing customers with Prescreen Financing](/commercial/docs/select-a-financing-partner-add-financing-plans-estimates-servicetitan). ## If you do not have pre-approval: ### Step 1: Finalize the GreenSky® estimate in the Field Mobile App 1. Open your current work order and tap the **Estimates** tab. 2. If you haven't done so already, select GreenSky® as your [financing partner and add plan options](/commercial/docs/select-a-financing-partner-add-financing-plans-estimates-servicetitan) to the estimate. 3. [Present the estimate](/commercial/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#present-and-sell-estimates) to the customer. 4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each: 1. **Apply for Financing:** Submit a prequalification request to apply for financing with GreenSky. For more, see [Step 2: Select a GreenSky® Financing plan in the Field Mobile App](/commercial/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app#step-2-select-a-greensky®-financing-plan-in-the-field-mobile-app) and [Step 3: Submit a GreenSky® Financing prequalification request in the Field Mobile App](/commercial/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app#step-3-submit-a-greensky®-financing-prequalification-request-in-the-field-mobile-app). 2. **Accept and Sign Estimate:** Accept the estimate as *Sold* and receive the customer's signature confirming the sale. For more, see [Sell an estimate](/commercial/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#sell-an-estimate). > [!NOTE] > **Note:** Tap **View Financing Terms** to review details about the terms of the financing plan. ![Proposal screen showing financing options and estimated monthly payment for a water heater.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-financing-in-the-servicetitan-field-mobile-app-image-bzr4iq43.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A31Z&se=2026-11-09T11%3A57%3A31Z&sr=c&sp=r&sig=qpSCjpggu%2FyxIPPw9k24BUNeAxGT7%2BpqWOJZvLRL8so%3D) > [!NOTE] > **Note:** The estimated monthly payment is only shown on the one plan you selected it for when you added plan options to the estimate. For more, see [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/commercial/docs/select-a-financing-partner-add-financing-plans-estimates-servicetitan). ### Step 2: Select a GreenSky® Financing plan in the Field Mobile App 1. On the *Apply for Financing* screen: 1. Make sure **GreenSky®** is selected as the *Provider*. 2. Under *Sale Amount*, enter the desired loan amount. 3. If applicable, add the down payment amount. 4. Tap **Find Plans**. ![Form for applying for financing with provider selection and financial details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-financing-in-the-servicetitan-field-mobile-app-image-ff1dcnfj.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A31Z&se=2026-11-09T11%3A57%3A31Z&sr=c&sp=r&sig=qpSCjpggu%2FyxIPPw9k24BUNeAxGT7%2BpqWOJZvLRL8so%3D) 2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap **Select Plan**. ![Financing application details including provider, amount, and payment options displayed on screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-greensky-financing-in-the-servicetitan-field-mobile-app-image-bw61n87n.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A31Z&se=2026-11-09T11%3A57%3A31Z&sr=c&sp=r&sig=qpSCjpggu%2FyxIPPw9k24BUNeAxGT7%2BpqWOJZvLRL8so%3D) 3. After you tap **Select Plan**, complete the prequalification request form. For more, see [Step 3: Submit a GreenSky® Financing prequalification request in the Field Mobile App](/commercial/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app#step-3-submit-a-greensky®-financing-prequalification-request-in-the-field-mobile-app). ### Step 3: Submit a GreenSky® Financing prequalification request in the Field Mobile App 1. On the *Apply for Financing* screen, have the customer enter the *Applicant Information* then tap **Continue**. 2. If there's a co-applicant, have the customer enter the *Co-Applicant Information* then tap **Continue**. 3. On the next screen, have the customer enter the *Work Order Details* then tap **Continue**. 4. On the next screen, have the customer: 1. Review the *Disclosures*. 2. Select the box next to each disclosure. 3. Sign their name. 4. Tap **Continue**. 5. On the last screen, have the customer review and attest to the disclosures then tap **Submit**. After the prequalification request is submitted, GreenSky® sends a response automatically: - **Approved:** The request is approved for financing. - **Declined:** The request is declined. - **Pending:** The request is pending. Check back at a later time to see the final decision. ## Step 4: Manage a submitted GreenSky® Financing request in the Field Mobile App After the request is sent, you can check its status and make changes if needed: 1. [Search for and open](/commercial/docs/search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app) the GreenSky® request you want to manage. 2. On the request that opens, you can: - View the *Status*: *Approved, Declined*, or *Pending.* - View additional details: *Provider, Loan ID, Applicant Name, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details,* and *Work Order* number. > [!NOTE] > **Note:** Tapping the work order number opens the work order. ## Want to learn more? - See [Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App](/commercial/docs/select-a-financing-partner-add-financing-plans-estimates-servicetitan) - See [Search for and manage financing applications in the ServiceTitan Field Mobile App](/commercial/docs/search-for-and-manage-financing-applications-in-servicetitan-field-mobile-app) - See [Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App](/commercial/docs/charge-financing-partner-loan-invoice-servicetitan-field-mobile-app) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)